RWS
PPLI

Retirement Wealth Solutions’s People Inc PPLI Stock Holding History

Retirement Wealth Solutions’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.89K Buy
41
+5
+14% +$213 ﹤0.01% 536
2026
Q1 		$1.44K Buy
36
+3
+9% +$114 ﹤0.01% 570
2025
Q4 		$1.29K Buy
33
+18
+120% +$630 ﹤0.01% 538
2025
Q3 		$512 Buy
+15
New +$560 ﹤0.01% 695

Other funds holding PPLI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

Retirement Wealth Solutions's PPLI Position: Q2 2026 in Review

Retirement Wealth Solutions increased its People Inc (PPLI) stake by 14% in Q2 2026, buying an estimated $213 and bringing the position to 41 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Retirement Wealth Solutions first reported a position in PPLI in Q3 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • Retirement Wealth Solutions held 41 shares of People Inc worth $1.89K as of Q2 2026.
  • Retirement Wealth Solutions bought 5 People Inc shares in Q2 2026, an estimated $213.
  • People Inc made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #536 holding.
  • Retirement Wealth Solutions first reported a position in People Inc in Q3 2025 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.